Waverly Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Waverly Advisors’s Portfolio FTCS Stock Details FTCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	15,610 +1,052	+7%	+$98.3K	0.01%	782
2026 Q1	$1.35M	Buy	14,558 +713	+5%	+$68.4K	0.01%	739
2025 Q4	$1.28M	Buy	13,845 +4,222	+44%	+$390K	0.01%	695
2025 Q3	$901K	Buy	9,623 +4,500	+88%	+$415K	0.01%	672
2025 Q2	$466K	Buy	5,123 +75	+1%	+$6.68K	0.01%	822
2025 Q1	$453K	Buy	+5,048	New	+$451K	0.01%	806

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's FTCS Position: Q2 2026 in Review

Waverly Advisors increased its First Trust Capital Strength ETF (FTCS) stake by 7.2% in Q2 2026, buying an estimated $98.3K and bringing the position to 15,610 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #782.

Waverly Advisors first reported a position in FTCS in Q1 2025 and has held it in 6 quarters since. 547 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Waverly Advisors held 15,610 shares of First Trust Capital Strength ETF worth $1.47M as of Q2 2026.
Waverly Advisors bought 1,052 First Trust Capital Strength ETF shares in Q2 2026, an estimated $98.3K.
First Trust Capital Strength ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #782 holding.
Waverly Advisors first reported a position in First Trust Capital Strength ETF in Q1 2025 and has held it in 6 quarters since.
547 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.